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A few days ago, IRS personnel advised that they are "getting close" to issuing gift and estate tax regulations under Section 2704 of the Internal Revenue Code...

The IRS recently announced the inflation-adjusted items for 2016, including gift, estate, and generation-skipping transfer tax amounts.

The IRS on June 16 announced new procedures for obtaining estate tax closing letters.

In "Pellegrini v. Breitenbach", Case No. SJC-10458, 2010 Mass. LEXIS 293 (May 25, 2010), the Supreme Judicial Court declined to reform a will to create a charitable remainder annuity trust (CRAT) in order to minimize estate taxes and maximize distributions to the charitable beneficiaries of the will.

In 2019, each individual may gift $15,000 to another individual in 2019, without filing a Form 709 Federal Gift Tax Return.

The current uncertainty regarding federal estate, gift, and generation-skipping taxes presents both estate and financial planning opportunities and challenges.

Each year, certain federal estate, gift and generation-skipping transfer (GST) tax figures are subject to inflation adjustments.

On July 9, Gov. Tom Corbett signed House Bill 465 into law making numerous changes to the Pennsylvania tax law, including the inheritance tax.

Individual Retirement Accounts (IRAs) and other retirement plans often make great vehicles for implementing charitable intentions.

In our inaugural episode of The Inside Basis, Randy Clark is joined by Sarah Bowman, one of our estate planning and trust administration lawyers, and Lauren Anderson, a wealth advisor at J.P. Morgan Private Bank...

Alain Leibman was featured in the New York Daily News article, "Manhattan Art Consultant Used Swiss Bank Account to Avoid Paying Millions in Taxes on 'Secret Inheritance from Her Father.'"

Had enough of the politics and drama of the presidential election? Don't tune out yet. Grant Thornton LLP has its own spin on he said, she said...

The Treasury Department issued proposed regulations regarding valuation discounts of interests in corporations and partnerships for estate, gift and generation-skipping transfer tax purposes.

This chart is maintained for the McGuireWoods LLP Website and is updated regularly.

Wendy Wolff Herbert is featured in the Bloomberg BNA Tax Management Weekly State Tax Report, "New Jersey Estate Tax Debate Thickens: Higher Threshold or Five-Year Phaseout?"

In Sherman v. Shub, Case No. SUCV2007-BLS1, 2011 Mass. Super. LEXIS 146 (Suffolk Super. Ct. June 16, 2011), a Superior Court decision that was issued in June but just recently reported, the Court entered summary judgment against the plaintiffs on their Chapter 93A claim against the defendant insurance advisers and attorneys relating to allegedly defective estate plans.

In this episode of Trust Us, Danielle Friedman, Max McCauley, and Herb Fineburg discuss the recent changes brought by the One Big Beautiful Bill Act, which raised the estate tax exemption level...